Perigon Wealth Management’s Dover DOV Stock Holding History

Perigon Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Buy	2,137 +10	+0.5%	+$2.18K	0.01%	918
2026 Q1	$443K	Sell	2,127 -268	-11%	-$57.3K	0.01%	861
2025 Q4	$467K	Sell	2,395 -273	-10%	-$49.7K	0.01%	831
2025 Q3	$445K	Buy	2,668 +1,049	+65%	+$188K	0.01%	783
2025 Q2	$297K	Buy	1,619 +121	+8%	+$21.1K	0.01%	843
2025 Q1	$263K	Buy	1,498 +47	+3%	+$9.04K	0.01%	863
2024 Q4	$282K	Buy	1,451 +237	+20%	+$46.3K	0.01%	845
2024 Q3	$233K	Buy	+1,214	New	+$221K	0.01%	878
2021 Q1	–	Sell	-308	Closed	-$39K	–	625
2020 Q4	$39K	Buy	+308	New	+$36.6K	﹤0.01%	818
2018 Q2	–	Sell	-72	Closed	-$6K	–	325
2018 Q1	$6K	Buy	+72	New	+$5.9K	﹤0.01%	544
2017 Q3	–	Sell	-72	Closed	-$5K	–	662
2017 Q2	$5K	Hold	72	–	–	﹤0.01%	530
2017 Q1	$5K	Hold	72	–	–	﹤0.01%	568
2016 Q4	$5K	Hold	72	–	–	﹤0.01%	638
2016 Q3	$4K	Hold	72	–	–	﹤0.01%	576
2016 Q2	$4K	Buy	+72	New	+$3.88K	﹤0.01%	404

Other funds holding DOV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's DOV Position: Q2 2026 in Review

Perigon Wealth Management increased its Dover (DOV) stake by 0.47% in Q2 2026, buying an estimated $2.18K and bringing the position to 2,137 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #918.

Perigon Wealth Management first reported a position in DOV in Q2 2016 and has held it in 15 quarters since. 1,166 funds tracked by Wall St. Rank hold DOV as of Q2 2026.

Perigon Wealth Management held 2,137 shares of Dover worth $479K as of Q2 2026.
Perigon Wealth Management bought 10 Dover shares in Q2 2026, an estimated $2.18K.
Dover made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #918 holding.
Perigon Wealth Management first reported a position in Dover in Q2 2016 and has held it in 15 quarters since.
1,166 funds tracked by Wall St. Rank held Dover as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.